Axis Balanced Advantage Fund Direct-Growth
Hybrid, Dynamic Asset Allocation, Principal at very high risk
1 Year Return 1.07% at 08 Jun 2026 12:55 PM
Axis Balanced Advantage Fund Direct-Growth: Mutual Fund Overview
Axis Balanced Advantage Fund Direct-Growth is an Dynamic Asset Allocation mutual fund with over 8.85 years of performance history. The scheme manages an AUM of ₹3763.97 Cr and has a NAV of ₹23.45. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 1.07%.
Fund Details
NAV 23.45
Sub-Type Dynamic Asset Allocation
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 8.85
Fund Size(in Crores) 3763.97
Fund Performance
1 Month -0.92%
3 Month -1.3%
6 Month -3.13%
1 Year 1.07%
3 Year 12.85%
5 Year 11.04%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.38%) Market Cap Large Cap 41.63 Mid Cap 33.82 Small Cap 21.93 Top Sectors Financial 17.84 Capital Goods 16.93 Services 15.69 Automobile 11.2 Energy 7.81 Consumer Discretionary 6.11 Metals & Mining 5.88 Healthcare 5.41 Consumer Staples 4.19 Technology 3.26 Chemicals 3.06 Top Holding Amber Enterprises India 3.41 Apar Industries 4.19 Apollo Hospitals Enterprise 1.45 Ather Energy 3.73 Bajaj Finance 2.57 Bharat Dynamics 2.69 Bharat Electronics 3.88 Billionbrains Garage Ventures 4.61 CG Power 5.18 Eternal 5.07 GE Vernova T&D 1.64 Gujarat Fluorochemicals 3.06 Jain Resource Recycling 1.94 MCX 5.25 Muthoot Finance 5.05 Ola Electric Mobility 2.29 One97 Communications 3.55 Onesource Specialty Pharma 3.95 Premier Energies 3.83 PTC Industries 3.95 Religare Enterprises 1.31 Samvardhana Motherson 3.23 Shriram Finance 4.31 Suzlon Energy 3.55 Titan Company 2.7 TVS Motor Company 1.95 V2 Retail 1.81 Waaree Energies 3.98 Zen Technologies 3.26
Debt & Others (2.62%) Sector Allocation Net Payables -0.13 Reverse Repo/CBLO 2.75 Debt Credit Ratings Debt Category Others 2.62
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -1.11% Ret 1Y -4.88% Ret 3Y 11.11% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -1.11% Ret 1Y -4.88% Ret 3Y 11.11% Ret 5Y 8.17%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.85%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Devang Shah
Education Mr. Shah is B.Com and ACA.
Experience Prior to joining Axis AMC he has worked with ICICI Prudential AMC, Deutsche Asset Management (India) Pvt. Ltd. and Pricewaterhouse Coopers.
Ashish Naik
Education Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Hardik Shah
Education Mr. Shah has done B.E. Information Technology and MBA Finance.
Experience Prior to joining Axis Mutual Fund, he has worked with Nippon India Mutual Fund, Quantum Asset Management Company and ICAP India (P) Ltd.
Jayesh Sundar
Education Mr. Sundar is a Chartered Accountant
Experience Prior to joining Axis MF, he has worked with Aviva Life Insurance Company, Tata Securities Ltd., Collins Stewart India Pvt. Ltd., IL&FS Investsmart and CRISIL
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 26
Date of Incorporation 2017-08-01
Total AUM 366022.79
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Axis Balanced Advantage Fund Direct-Growth FAQs
How to invest in Axis Balanced Advantage Fund Direct-Growth?
Investing in Axis Balanced Advantage Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Axis Balanced Advantage Fund Direct-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Axis Balanced Advantage Fund Direct-Growth?
The term expense ratio for Axis Balanced Advantage Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Axis Balanced Advantage Fund Direct-Growth is 0.85% as of 08 Jun 2026.
What is the NAV of Axis Balanced Advantage Fund Direct-Growth?
The NAV of Axis Balanced Advantage Fund Direct-Growth is ₹23.45 as of 08 Jun 2026.
What is the AUM of Axis Balanced Advantage Fund Direct-Growth?
The AUM (Assets Under Management) of Axis Balanced Advantage Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Axis Balanced Advantage Fund Direct-Growth is ₹3763.97 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Axis Balanced Advantage Fund Direct-Growth?
The PE ratio of Axis Balanced Advantage Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Axis Balanced Advantage Fund Direct-Growth?
Yes, you can invest in Axis Balanced Advantage Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Axis Balanced Advantage Fund Direct-Growth in the last 5 years?
The return of Axis Balanced Advantage Fund Direct-Growth in the last 5 years is 11.04%.
What is the minimum SIP investment required in Axis Balanced Advantage Fund Direct-Growth?
The minimum SIP investment in Axis Balanced Advantage Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For Axis Balanced Advantage Fund Direct-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Axis Balanced Advantage Fund Direct-Growth?
The NAV of Axis Balanced Advantage Fund Direct-Growth, as of 08 Jun 2026, is ₹23.45.
Who manages the Axis Balanced Advantage Fund Direct-Growth?
The fund managers responsible for Axis Balanced Advantage Fund Direct-Growth are:
- Devang Shah
- Ashish Naik
- Hardik Shah
- Jayesh Sundar